401k Plan data: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN plan

ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT AXELROD, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT AXELROD, D.D.S.

Employer identification number (EIN): 061070737

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 ROBERT AXELROD, D.D.S.
001 2009-01-01 ROBERT AXELROD, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	ROBERT AXELROD, D.D.S.
001	2009-01-01	ROBERT AXELROD, D.D.S.

Plan Statistics for ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$172,388
Expenses. Total of all expenses incurred	2011-12-31	$9,950
Benefits paid (including direct rollovers)	2011-12-31	$5,097
Total plan assets at end of year	2011-12-31	$1,109,820
Total plan assets at beginning of year	2011-12-31	$947,382
Total contributions received or receivable from participants	2011-12-31	$14,460
Contributions received from other sources (not participants or employers)	2011-12-31	$109,944
Other income received	2011-12-31	$47,984
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$162,438
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,109,820
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$947,382
Assets. Value of participant loans	2011-12-31	$55,739
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$130,281
Expenses. Total of all expenses incurred	2010-12-31	$4,237
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$947,382
Total plan assets at beginning of year	2010-12-31	$821,338
Total contributions received or receivable from participants	2010-12-31	$12,733
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,237
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$117,548
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$126,044
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$947,382
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$821,338
Assets. Value of participant loans	2010-12-31	$8,000
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN

2011: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT AXELROD, D.D.S. SECTION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ROBERT AXELROD, D.D.S.
Employer identification number (EIN):	061070737
NAIC Classification:	621210
NAIC Description:	Offices of Dentists